Zhang Financial’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Zhang Financial's BNY Position: Q2 2026 in Review
Zhang Financial reduced its Bank of New York Mellon (BNY) stake by 0.15% in Q2 2026, selling an estimated $547 and leaving 2,594 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #299.
Zhang Financial first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Zhang Financial held 2,594 shares of Bank of New York Mellon worth $375K as of Q2 2026.
- Zhang Financial sold 4 Bank of New York Mellon shares in Q2 2026, an estimated $547.
- Bank of New York Mellon made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #299 holding.
- Zhang Financial first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.